DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
AGG

ISHARES CORE U.S. AGGREGATE

2,210 institutions still hold ISHARES CORE U.S. AGGREGATE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287226·Exchange Traded Fund·2,210 13F holders·last filed Mar 31, 2026
Market cap
3.6%
vs prior quarter
13F value held
$72.0B
69.0% inst. owned
of float
Holders
2,210
-114 QoQ
filers reporting
Activity
+81 / −33
+827 added · −846 reduced
this quarter
Concentration
18.09%
JONES FINANCIAL COMPANIES LLLP #1
top holder share
AI Holders Summary · Q1 2026

2,210 institutions reported AGG in Q1 2026. JONES FINANCIAL COMPANIES LLLP leads at 18.1% of the visible book. -114 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$13.0B132.2M6.26%Q1 2026
02
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8.8B88.7M2.71%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6.9B69.7M0.51%Q1 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6.3B63.7M1.19%Q1 2026
05
BlackRock, Inc.
CIK 0002012383
$5.3B53.4M0.09%Q1 2026
06
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4.4B44.6M1.18%Q1 2026
07
US BANCORP \DE\
CIK 0000036104
$4.2B42.5M5.13%Q1 2026
08
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$3.9B39.3M5.78%Q1 2026
09
MORGAN STANLEY
CIK 0000895421
$3.2B32.5M0.19%Q1 2026
10
NORTHERN TRUST CORP
CIK 0000073124· Index
$2.1B20.8M0.27%Q1 2026
11
Cetera Investment Advisers
CIK 0001666741
$1.5B15.3M1.61%Q1 2026
12
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1.5B14.9M3.00%Q1 2026
13
AMERIPRISE FINANCIAL INC
CIK 0000820027
$1.5B14.6M0.34%Q1 2026
14
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1.4B14.1M0.16%Q1 2026
15
Creative Planning
CIK 0001540235
$1.4B14.0M0.94%Q1 2026
16
LPL Financial LLC
CIK 0001403438
$1.4B13.9M0.37%Q1 2026
17
Mariner, LLC
CIK 0001373442
$1.4B13.7M1.59%Q1 2026
18
JPMORGAN CHASE & CO
CIK 0000019617
$1.3B13.5M0.09%Q1 2026
19
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$1.3B13.0M0.79%Q1 2026
20
UBS Group AG
CIK 0001610520
$1.2B12.0M0.18%Q1 2026
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